Planning with Purpose

Episode Summary: In this episode of Planning with Purpose, host Evan Mack is joined by Attorney Deb Bess Morneau from Courteous Law, PC, to discuss the importance of regularly updating your estate plan. Deb shares her expertise on how life events such as marriage, divorce, or the passing of a loved one can necessitate changes to your estate documents. She emphasizes the significance of reviewing your plan every five years or after ...

Episode Summary: In this episode of Planning with Purpose, attorney Deb Bess Morneau from Courteous Law in Henniker, New Hampshire, joins host Evan Mack to discuss the critical process of choosing guardians for minor children. Deb explains the legal steps involved in nominating a guardian and emphasizes the importance of having conversations with potential guardians to ensure they are willing and able to take on the role.

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Episode Summary: In this episode of Planning with Purpose, host Evan Mack sits down with Attorney Deb Bess Morneau from Courteous Law, PC, in Henniker, New Hampshire, to delve into the intricacies of powers of attorney and health care directives. Deb explains the significance of these documents in managing financial and medical decisions when individuals are unable to do so themselves. She highlights the differences between financi...

Episode Summary:

In this episode of Planning with Purpose, Attorney Deb Bess Morneau from Courteous Law, PC, in Hennaker, New Hampshire, joins host Evan Mack to discuss the legal implications of dying without a will in New Hampshire. Deb explains the intestate succession laws, highlighting scenarios where assets are distributed according to state statutes rather than personal wishes. She emphasizes the importance of estate planning...

Episode Summary: In this episode of *Planning with Purpose* Deb Morneau discusses the importance of having honest conversations about death and how planning ahead can bring clarity and peace to your loved ones. Deb shares insights on why early discussions about end-of-life preferences can make difficult times easier for families, reassuring them that their wishes will be followed. She also highlights the significance of essential p...

Episode Summary:

In this episode of *Planning with Purpose* Deb Morneau from Courteous Law PC delves into the importance of properly funding a trust for ultimate peace of mind. Deb explains how funding a trust is akin to placing assets in a basket to seamlessly pass them on to heirs, avoiding probate. She emphasizes the significance of including assets like houses, bank accounts, vehicles, and various investments in the trust to en...

Episode Summary:

In this episode of *Planning with Purpose*, attorney Deb Morneau explains the probate process in New Hampshire, highlighting the timeline, complexities, and stress it can bring to families. She emphasizes the importance of simple planning choices to ease the burden on loved ones and streamline the distribution of assets.

Key Timestamps:

00:00 – Introduction

01:30 – Probate Process in New Hampshire

04:15...

Episode Summary: Attorney Deb Morneau, of Courteous Law, PC, breaks down the differences between wills and trusts in plain English. A will dictates asset distribution and management after death, while a revocable trust can bypass probate, offering smoother transitions for families. Deb shares real-life examples highlighting the importance of proper estate planning for loved ones left behind.

Key Timestamps: - 00:00 – Introduc...